Financial Plan, Inc. New Holdings in Q4 2025

Financial Plan, Inc.

  • $871 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
1.34M
New
$105.96 - $111.17 $142M - $148M
1.34M $149B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.34M
New
$37.61 - $39.41 $126M - $132M
3.34M $132B
AVDE
American Centy ETF Tr Avantis

ETFs
1.14M
New
$77.65 - $81.2 $88.1M - $92.2M
1.14M $93.5B
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.41M
New
$32.24 - $33.72 $45.4M - $47.5M
1.41M $48.6B
Dimensional ETF Trust
895K
New
N/A
895K $45.4B
DFSD
Dimensional ETF Tr Short Durat

ETFs
780K
New
$48.17 - $48.5 $37.6M - $37.8M
780K $37.4B
AVEM
American Centy ETF Tr Avantis

ETFs
473K
New
$73.09 - $78.36 $34.6M - $37.1M
473K $36.4B
AVSF
American Centy ETF Tr Avantis

ETFs
740K
New
$46.97 - $47.33 $34.8M - $35M
740K $34.9B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
592K
New
$49.98 - $50.22 $29.6M - $29.7M
592K $29.3B
AVRE
American Centy ETF Tr Avantis
601K
New
$43.28 - $45.31 $26M - $27.2M
601K $26.2B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.04M
New
$22.39 - $22.71 $23.2M - $23.6M
1.04M $23.3B
Dimensional ETF Trust
851K
New
N/A
851K $22.5B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
667K
New
$31.28 - $33.46 $20.9M - $22.3M
667K $22.1B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
451K
New
$42.71 - $43.27 $19.3M - $19.5M
451K $19.2B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
97.7K
New
$102.72 - $103.6 $10M - $10.1M
97.7K $10B
AAPL
Apple Inc.

Technology
29.7K
New
$245.27 - $275.25 $7.28M - $8.17M
29.7K $8.07B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
92.3K
New
$79.55 - $80.13 $7.34M - $7.39M
92.3K $7.36B
VGSH
Vanguard

ETFs
116K
New
$58.64 - $58.96 $6.8M - $6.84M
116K $6.81B
DFIP
Dimensional ETF Tr Inflation P

ETFs
147K
New
$42.01 - $42.55 $6.17M - $6.25M
147K $6.1B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
76.7K
New
$78.65 - $79.19 $6.04M - $6.08M
76.7K $6.05B
MSFT
Microsoft Corp

Technology
11.4K
New
$496.82 - $542.07 $5.65M - $6.17M
11.4K $5.5B
AVIG
American Centy ETF Tr Avantis

ETFs
113K
New
$41.84 - $42.48 $4.73M - $4.8M
113K $4.74B
AVUV
American Centy ETF Tr Avantis

ETFs
43.9K
New
$95.19 - $100.66 $4.18M - $4.42M
43.9K $4.47B
SPSB
Spdr Portfolio Short Term Corp

ETFs
140K
New
$30.13 - $30.32 $4.23M - $4.26M
140K $4.24B
GLD
Spdr Gold Trust

ETFs
10.2K
New
$354.79 - $403.15 $3.62M - $4.11M
10.2K $4.04B
VT
Vanguard Total World Stk Index

ETFs
28.2K
New
$135.16 - $141.78 $3.81M - $4M
28.2K $3.98B
SUB
Ishares Short Term National Mu

ETFs
32.7K
New
$106.22 - $106.81 $3.47M - $3.49M
32.7K $3.49B
DFAI
Dimensional ETF Tr

ETFs
87.2K
New
$35.82 - $37.52 $3.12M - $3.27M
87.2K $3.32B
CAT
Caterpillar Inc

Industrials
5.51K
New
$480.82 - $585.49 $2.65M - $3.23M
5.51K $3.16B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
53.2K
New
$49.98 - $50.59 $2.66M - $2.69M
53.2K $2.68B
SLV
I Shares Silver Trust

ETFs
40.8K
New
$42.4 - $49.17 $1.73M - $2M
40.8K $2.63B
VTI
Vanguard Total Stock Market Et

ETFs
7.43K
New
$321.8 - $337.95 $2.39M - $2.51M
7.43K $2.49B
REET
Ishares Global Reit ETF

ETFs
91.7K
New
$24.8 - $26.02 $2.28M - $2.39M
91.7K $2.29B
SHV
Ishares Tr

ETFs
19.9K
New
$110.15 - $110.49 $2.2M - $2.2M
19.9K $2.2B
TSLA
Tesla, Inc.

Consumer Cyclical
3.85K
New
$401.99 - $468.37 $1.55M - $1.8M
3.85K $1.73B
AVDV
American Centy ETF Tr Avantis

ETFs
18.1K
New
$87.37 - $90.92 $1.58M - $1.64M
18.1K $1.7B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$712170.0 - $770185.0 $1.42M - $1.54M
2 $1.51B
DFAU
Dimensional ETF Tr

ETFs
32K
New
$44.77 - $47.01 $1.43M - $1.51M
32K $1.5B
BK
Bank Of New York Mellon Corp

Financial Services
12.3K
New
$104.54 - $112.64 $1.29M - $1.39M
12.3K $1.43B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.75K
New
$459.47 - $491.71 $1.26M - $1.35M
2.75K $1.3B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
15.3K
New
$78.97 - $83.03 $1.21M - $1.27M
15.3K $1.26B
DFUS
Dimensional ETF Tr U S Equity

ETFs
15.4K
New
$71.0 - $74.64 $1.09M - $1.15M
15.4K $1.14B
COST
Costco Wholesale Corp

Consumer Defensive
1.29K
New
$910.94 - $954.99 $1.17M - $1.23M
1.29K $1.11B
NVDA
Nvidia Corp

Technology
5.84K
New
$179.83 - $207.04 $1.05M - $1.21M
5.84K $1.09B
AVSU
American Centy ETF Tr Avantis

ETFs
13.9K
New
$71.72 - $75.5 $995K - $1.05M
13.9K $1.06B
TRMB
Trimble Inc.

Technology
12.5K
New
$75.63 - $82.19 $945K - $1.03M
12.5K $979M
AVGE
American Centy ETF Tr Avantis
10.5K
New
N/A
10.5K $902M
DFSV
Dimensional ETF Tr Dimensional

ETFs
25.7K
New
$30.55 - $32.35 $785K - $831K
25.7K $845M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
17.5K
New
$47.98 - $48.33 $839K - $845K
17.5K $843M
Activity Summary
Buys All Purchases 94 New Holdings 94 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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